Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$170M Buy
1,140,369
+69,294
+6% +$11.1M 0.76% 54
2022
Q2
$166M Sell
1,071,075
-228,522
-18% -$36.6M 0.72% 56
2022
Q1
$221M Buy
1,299,597
+8,127
+0.6% +$1.28M 0.82% 48
2021
Q4
$224M Buy
1,291,470
+8,614
+0.7% +$1.43M 0.76% 53
2021
Q3
$194M Buy
1,282,856
+7,658
+0.6% +$1.16M 0.69% 56
2021
Q2
$179M Sell
1,275,198
-22,080
-2% -$2.96M 0.62% 62
2021
Q1
$158M Buy
1,297,278
+84,288
+7% +$9.71M 0.56% 72
2020
Q4
$142M Buy
1,212,990
+31,297
+3% +$3.56M 0.51% 72
2020
Q3
$136M Buy
1,181,693
+15,112
+1% +$1.73M 0.56% 73
2020
Q2
$125M Buy
1,166,581
+95,355
+9% +$9.65M 0.53% 76
2020
Q1
$92.6M Buy
1,071,226
+77,642
+8% +$8.28M 0.48% 78
2019
Q4
$111M Buy
993,584
+94,477
+11% +$9.87M 0.46% 71
2019
Q3
$90M Buy
899,107
+77,571
+9% +$7.75M 0.39% 76
2019
Q2
$81.9M Buy
821,536
+23,228
+3% +$2.22M 0.37% 73
2019
Q1
$75M Buy
798,308
+12,692
+2% +$1.12M 0.36% 72
2018
Q4
$62.7M Sell
785,616
-7,752
-1% -$646K 0.35% 73
2018
Q3
$65.6M Sell
793,368
-26,339
-3% -$2.23M 0.31% 77
2018
Q2
$67.2M Sell
819,707
-14,550
-2% -$1.19M 0.34% 69
2018
Q1
$68.9M Buy
834,257
+176,133
+27% +$14.6M 0.36% 69
2017
Q4
$53.6M Buy
658,124
+87,950
+15% +$7.31M 0.28% 77
2017
Q3
$47.8M Sell
570,174
-24,713
-4% -$1.96M 0.27% 79
2017
Q2
$46.4M Sell
594,887
-24,497
-4% -$1.85M 0.27% 78
2017
Q1
$45.8M Sell
619,384
-75,027
-11% -$5.36M 0.28% 82
2016
Q4
$46.9M Sell
694,411
-45,039
-6% -$3.02M 0.3% 85
2016
Q3
$49.7M Sell
739,450
-88,087
-11% -$5.9M 0.33% 79
2016
Q2
$56.7M Buy
827,537
+43,426
+6% +$2.79M 0.38% 76
2016
Q1
$47.7M Buy
784,111
+553,069
+239% +$31M 0.34% 78
2015
Q4
$12.8M Sell
231,042
-23,446
-9% -$1.29M 0.09% 149
2015
Q3
$13.3M Sell
254,488
-141,809
-36% -$7.92M 0.1% 148
2015
Q2
$22.5M Sell
396,297
-26,759
-6% -$1.55M 0.15% 135
2015
Q1
$23.7M Sell
423,056
-54,048
-11% -$3.05M 0.16% 136
2014
Q4
$27.3M Sell
477,104
-14,821
-3% -$813K 0.19% 123
2014
Q3
$25.7M Sell
491,925
-19,242
-4% -$1M 0.19% 125
2014
Q2
$26.5M Sell
511,167
-54,888
-10% -$2.73M 0.18% 122
2014
Q1
$27.9M Sell
566,055
-186,045
-25% -$8.91M 0.19% 126
2013
Q4
$36.4M Sell
752,100
-25,943
-3% -$1.2M 0.24% 115
2013
Q3
$33.9M Sell
778,043
-43,922
-5% -$1.85M 0.24% 111
2013
Q2
$32.8M Buy
+821,965
New +$32.2M 0.25% 107

Other funds holding MRSH

Atlanta Capital Management's MRSH Position: Q3 2022 in Review

Atlanta Capital Management increased its Marsh (MRSH) stake by 6.5% in Q3 2022, buying an estimated $11.1M and bringing the position to 1,140,369 shares worth $170M. The position accounts for 0.76% of the portfolio, ranked #54.

Atlanta Capital Management first reported a position in MRSH in Q2 2013 and has held it in 38 quarters since. The position peaked at $224M in Q4 2021. 1,159 funds tracked by Wall St. Rank hold MRSH as of Q3 2022.

  • Atlanta Capital Management held 1,140,369 shares of Marsh worth $170M as of Q3 2022.
  • Atlanta Capital Management bought 69,294 Marsh shares in Q3 2022, an estimated $11.1M.
  • Marsh made up 0.76% of Atlanta Capital Management's portfolio in Q3 2022, its #54 holding.
  • Atlanta Capital Management first reported a position in Marsh in Q2 2013 and has held it in 38 quarters since.
  • Atlanta Capital Management's Marsh position peaked at $224M in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held Marsh as of Q3 2022.

Based on Atlanta Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.